Puzzle · 2 months ago
Account Executive- Accounting Partner Program
United States
Full-time
Remote
Mid Level
$150K/yr - $166K/yr
3+ years expPuzzle is a company that leverages AI to streamline accounting processes for firms. They are seeking a high-performing Account Executive to drive partner acquisition and expand relationships within accounting firms, ultimately enhancing the firm’s operational efficiency and client service.
FinanceFinTechFinancial Services
Responsibilities
Land New Accounting Partners at Scale- Leverage and iterate on our playbook to rapidly identify, engage, and sign accounting firms that are a strong fit for Puzzle's platform and vision. Execute high-velocity partner acquisition while continuously improving our processes based on what works
Drive Expansion Within Firms- Collaborate with activated firms to identify client opportunities, support co-selling motions, and cross-thread relationships within larger organizations to grow Puzzle's footprint
Build High-Trust Relationships- Develop deep, consultative relationships with firm decision-makers. Act as a trusted advisor in helping them modernize workflows, improve client experience, and drive efficiency
Partner Pipeline Management- Maintain visibility into the full funnel of engaged firms, from initial outreach through client expansion. Track all partner activity and progression in CRM and forecast growth accurately. Help refine our processes as the program evolves
Surface Insights to GTM & Product- Bring back field insights to inform go-to-market strategy, messaging, and product roadmap. Actively contribute to program evolution based on what you hear in the market
Work Cross-Functionally- Coordinate closely with Marketing, Product, Success, and the broader Partner team to deliver a cohesive partner experience and support long-term firm-led growth
Qualification
Required
3+ years in B2B SaaS sales, preferably with experience in channel, partnerships, or selling into professional services
Proven ability to close consultative deals, manage a pipeline of strategic accounts, and grow relationships over time
Strong understanding of accounting firms- how they operate, generate revenue, and make technology decisions
Comfortable engaging with firm leaders, managing multi-threaded relationships, and helping partners build business cases internally
Highly organized, metrics-driven, and capable of thriving in a fast-paced, high-growth environment
Proficiency with CRM (Salesforce or Hubspot); experience with partner management or deal registration tools is a plus
Preferred
Bonus: Background in fintech, accounting tech, or direct experience working with or selling to accountants or bookkeepers
Benefits
100% paid employee health, dental, and vision plans (U.S. & Canada vary)
10 observed holidays and a flexible PTO policy so you can recharge
$1000 home office budget to get you set up for success
$2400 co-working budget for face time with your colleagues
$600 learning and development budget
401K so you can save for your future
Company
Puzzle
Puzzle generates more accurate accounting in 20-50% less time than Quickbooks.
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
$45.25MKey Investors
S32,XYZ Venture CapitalGeneral Catalyst
2023-11-15Series A· $30M
2023-02-16Series A· $15M
2021-04-01Seed
Leadership Team
Sasha Orloff
Cofounder & CEO
John Cwikla
CTO & Cofounder
Recent News
generalcatalyst.com
2024-12-27
Company data provided by crunchbase